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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,883 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 64.7% | 83.4%-18.7pp | 78.8%-14.1pp | 80.3%-15.6pp |
| Annual return | 27.69% | 166.77%-139.1pp | 134.46%-106.8pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,629 | $5,478-70.3% | $4,821-66.2% | $4,754-65.7% |
| Participant deferral / active EE | $4,063 | $6,521-37.7% | $5,682-28.5% | $6,712-39.5% |
| Admin fee / account holder | $509 | $16,155-96.9% | $13,212-96.1% | $11,409-95.5% |